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AI and Data Centre Chips

Anthropic's amended IPO filing lists about US$895 billion of commitments, nearly all for computing and data centres

What changed

Anthropic's amended IPO filing, published on 2 November 2026, lists about US$895 billion of commitments, nearly all for computing and data centres, with about US$70 billion due within a year and nearly US$450 billion by the end of 2030, Yahoo Finance reports. The largest counterparties named are Broadcom (about US$161 billion in equipment leases), Google (about US$121 billion), SpaceX's AI unit (up to US$120.5 billion) and Amazon (US$110 billion). Third-quarter revenue rose to about US$17 billion from US$11.6 billion, with a US$567 million operating loss. Figures are as reported from the filing; the share price range has not been set.

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